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WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$891M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
947
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$889K
3
+$826K
4
ETN icon
Eaton
ETN
+$824K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$694K

Top Sells

1
+$1.14M
2
+$902K
3
+$821K
4
EMR icon
Emerson Electric
EMR
+$760K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$759K

Sector Composition

1 Healthcare 10.92%
2 Technology 10.56%
3 Financials 8.5%
4 Energy 8.33%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$28K ﹤0.01%
2,000
652
$27K ﹤0.01%
1,275
653
$27K ﹤0.01%
450
654
$27K ﹤0.01%
660
655
$27K ﹤0.01%
766
656
$27K ﹤0.01%
285
657
$27K ﹤0.01%
375
658
$27K ﹤0.01%
675
659
$27K ﹤0.01%
2,932
660
$27K ﹤0.01%
1,965
661
$26K ﹤0.01%
1,158
662
$26K ﹤0.01%
720
663
$26K ﹤0.01%
744
664
$26K ﹤0.01%
973
665
$26K ﹤0.01%
1,850
-1,859
666
$26K ﹤0.01%
291
667
$25K ﹤0.01%
700
668
$25K ﹤0.01%
980
669
$25K ﹤0.01%
757
670
$25K ﹤0.01%
415
671
$25K ﹤0.01%
1,000
672
$25K ﹤0.01%
600
673
$25K ﹤0.01%
1,000
674
$25K ﹤0.01%
740
675
$24K ﹤0.01%
1,546
25 26
27
28 29